ARTISAN PARTNERS LIMITED PARTNERSHIP Information

875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100

Report Date: 03/31/2015

Position Statistics

Total Positions 403
New Positions 48
Increased Positions 119
Decreased Positions 283
Positions with Activity 402
Sold Out Positions 29
Total Mkt Value (in $ millions) 56,005

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.58%
Capital Goods 5.88%
Conglomerates 0.35%
Consumer Cyclical 3.85%
Consumer/Non-Cyclical 1.78%
Energy 6.25%
Financial 17.19%
Healthcare 8.95%
Services 17.12%
Technology 31.2%
Transportation 0.41%
Utilities 1.07%

403 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS -37,658 Sold Out 0
AIR LEASE CORP CL A 13,724 13,724 New 404,847
BRADY CORP CL A 8,930 8,930 New 361,387
COGNIZANT TECHNOLOGY SOLUTIONS CL A 460,129 33,309 7.80 7,407,103
COMCAST CORP NEW CL A 23,756 -9,665 (28.92) 381,621
COPA HOLDINGS SA CL A 5,063 -1,501 (22.87) 61,771
DREAMWORKS ANIMATION SKG INC CL A 16,644 -9,341 (35.95) 638,937
FACEBOOK INC CL A 191,067 33,478 21.24 2,198,448
GOOGLE INC CL A 303,281 -64 (0.02) 558,221
IHS INC CL A 1,015,779 -13,421 (1.3) 7,895,067
MANNING & NAPIER INC CL A 7,021 -1,655 (19.08) 671,189
MASTERCARD INC CL A 347,259 -50,348 (12.66) 3,674,694
NACCO INDS INC CL A 10,601 -5,920 (35.83) 173,419
NEUSTAR INC CL A 116,022 -11,208 (8.81) 4,070,954
NOODLES & CO CL A 11,037 -8,085 (42.28) 748,284
PANERA BREAD CO CL A 93,969 -46,829 (33.26) 538,471
SCHNITZER STL INDS CL A 16,317 -11,469 (41.28) 823,281
SEMGROUP CORP CL A 23,577 4,033 20.64 303,552
TABLEAU SOFTWARE INC CL A 41,683 -2,612 (5.9) 356,328
UNDER ARMOUR INC CL A 146,230 -31,058 (17.52) 1,735,458


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